True Wealth Design, LLC Sells in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-15
- 44.12%
$59.5 - $69.58 $893 - $1.04K
19 $1.34M
CMS
Cms Energy Corp

Utilities
-6
- 4.76%
$71.83 - $75.31 $431 - $452
120 $8.39M
DOX
Amdocs LTD

Technology
-10
- 47.62%
$76.91 - $85.49 $769 - $855
11 $886K
TRV
Travelers Companies, Inc.

Financial Services
-18
- 4.35%
$261.57 - $287.42 $4.71K - $5.17K
396 $115M
SNX
Td Synnex Corp

Technology
-2
- 5.13%
$146.3 - $164.39 $293 - $329
37 $5.56M
PRG
Prog Holdings, Inc.

Industrials
-22
- 37.29%
$27.34 - $32.72 $601 - $720
37 $1.09M
IVR
Invesco Mortgage Capital Inc.

Real Estate
-158
- 25.82%
$7.17 - $7.86 $1.13K - $1.24K
454 $3.82M
Rb Global Inc
-6
- 18.75%
N/A
26 $2.68M
TFII
Tfi International Inc.

Industrials
-10
- 62.5%
$85.18 - $96.28 $852 - $963
6 $621K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-24
- 85.71%
$30.21 - $32.2 $725 - $773
4 $121K
WPP
Wpp PLC

Communication Services
-29
- 59.18%
$17.62 - $24.89 $511 - $722
20 $450K
EFSC
Enterprise Financial Services Corp

Financial Services
-6
- 5.26%
$52.37 - $58.0 $314 - $348
108 $5.83M
MBIN
Merchants Bancorp

Financial Services
-27
- 42.19%
$30.91 - $32.88 $835 - $888
37 $1.26M
PEAK
Healthpeak Properties, Inc.

Real Estate
-32
- 40.51%
N/A
47 $756K
GTY
Getty Realty Corp

Real Estate
-28
- 87.5%
$25.61 - $28.52 $717 - $799
4 $110K
MTH
Meritage Homes Corp

Consumer Cyclical
-10
- 90.91%
$65.31 - $74.73 $653 - $747
1 $66K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-556
- 91.45%
$1.02 - $1.3 $567 - $723
52 $70K
RJF
Raymond James Financial Inc

Financial Services
-3
- 15.0%
$158.05 - $167.64 $474 - $503
17 $2.73M
SBSI
Southside Bancshares Inc

Financial Services
-27
- 57.45%
$26.44 - $28.87 $714 - $779
20 $608K
IBEX
Ibex LTD

Technology
-17
- 62.96%
$35.67 - $40.73 $606 - $692
10 $382K
SOFI
So Fi Technologies, Inc.

Financial Services
-15
- 1.15%
$25.24 - $32.21 $379 - $483
1.29K $33.7M
CNDT
Conduent Inc

Technology
-214
- 64.46%
$1.78 - $2.81 $381 - $601
118 $227K
DCGO
Doc Go Inc.

Healthcare
-505
- 98.63%
$1.02 - $1.49 $515 - $752
7 $7K
NMIH
Nmi Holdings, Inc.

Financial Services
-23
- 21.7%
$35.35 - $37.73 $813 - $868
83 $3.39M
AAT
American Assets Trust, Inc.

Real Estate
-23
- 14.47%
$18.85 - $20.4 $434 - $469
136 $2.58M
ASR
Southeast Airport Group

Industrials
-2
- 50.0%
$300.44 - $319.48 $601 - $639
2 $647K
SQ
Block, Inc.

Technology
-2
- 3.03%
N/A
64 $4.14M
PAC
Pacific Airport Group

Industrials
-3
- 50.0%
$208.17 - $232.44 $625 - $697
3 $791K
IDT
Idt Corp

Communication Services
-12
- 85.71%
$46.64 - $52.29 $560 - $627
2 $103K
FNV
Franco Nevada Corp

Basic Materials
-1
- 3.7%
$183.97 - $222.27 $184 - $222
26 $5.39M
MTRX
Matrix Service CO

Industrials
-22
- 8.3%
$11.72 - $15.6 $258 - $343
243 $2.84M
Noble Corp PLC
-21
- 3.02%
N/A
675 $19.1M
OOMA
Ooma Inc

Communication Services
-51
- 64.56%
$10.91 - $12.12 $556 - $618
28 $329K
UNF
Unifirst Corp

Industrials
-4
- 66.67%
$150.02 - $173.37 $600 - $693
2 $386K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-43
- 2.18%
$66.04 - $69.67 $2.84K - $3K
1.93K $135M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-11
- 73.33%
$40.73 - $53.17 $448 - $585
4 $172K
BLFY
Blue Foundry Bancorp

Financial Services
-67
- 91.78%
$8.05 - $9.1 $539 - $610
6 $75K
MEI
Methode Electronics Inc

Technology
-24
- 5.1%
$6.5 - $8.15 $156 - $196
447 $2.97M
HMN
Horace Mann Educators Corp

Financial Services
-14
- 22.58%
$43.56 - $46.75 $610 - $655
48 $2.22M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-7
- 38.89%
$49.38 - $69.38 $346 - $486
11 $635K
PEGA
Pegasystems Inc

Technology
-53
- 4.55%
$53.38 - $66.64 $2.83K - $3.53K
1.11K $66.5M
NOV
Nov Inc.

Energy
-58
- 41.43%
$12.31 - $15.72 $714 - $912
82 $1.28M
NVEC
Nve Corp

Technology
-8
- 50.0%
$62.93 - $75.37 $503 - $603
8 $475K
Lifezone Metals Limited
-87
- 54.04%
N/A
74 $316K
MMI
Marcus & Millichap, Inc.

Real Estate
-19
- 82.61%
$27.45 - $31.38 $522 - $596
4 $110K
RYI
Ryerson Holding Corp

Industrials
-31
- 32.29%
$20.14 - $24.41 $624 - $757
65 $1.64M
MKC
Mccormick & CO Inc

Consumer Defensive
-9
- 17.65%
$63.83 - $68.91 $574 - $620
42 $2.86M
ASC
Ardmore Shipping Corp

Industrials
-7
- 1.89%
$10.9 - $13.0 $76.3 - $91
364 $3.86M
Abacus Global Mgmt Inc
-157
- 55.28%
N/A
127 $1.09M
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
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